Anic Equity¶
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Total return since start: 0.555 %¶
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Equity now: -----------------------------> 47495.16 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46097.17 Kr¶
PnL: ---------------------------------------> -791.4 Kr¶
DD now: ---------------------------------> -2.333 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-27 13:14:54.943397'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | 0.960000 | 3140.000000 | 213.000000 | 7.280000 | 2927.000000 |
| HEBA B | 70 | 1.010000 | 2800.000000 | 164.000000 | 6.220000 | 2636.000010 |
| HMS Networks | 2 | -1.420000 | 779.600000 | 106.600000 | 15.840000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.400000 | 3532.200000 | 78.200000 | 2.260000 | 3453.999992 |
| SAAB B | 8 | -0.530000 | 3424.800000 | 47.800000 | 1.420000 | 3377.000000 |
| MedCap | 2 | 0.860000 | 467.000000 | 46.000000 | 10.930000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 2.130000 | 398.100000 | 43.100000 | 12.140000 | 355.000000 |
| Boozt | 12 | 1.150000 | 1690.800000 | 36.800000 | 2.220000 | 1653.999996 |
| Resurs Holding | 22 | 1.670000 | 603.680000 | 29.680000 | 5.170000 | 573.999998 |
| Corem Property Group B | 59 | 1.280000 | 606.520000 | 29.520000 | 5.120000 | 576.999999 |
| Swedbank A | 3 | 2.030000 | 587.550000 | 23.550000 | 4.180000 | 564.000000 |
| AcadeMedia | 12 | 0.080000 | 579.120000 | 22.120000 | 3.970000 | 557.000004 |
| Intrum | 4 | 0.040000 | 545.000000 | 18.000000 | 3.420000 | 527.000000 |
| OEM International B | 7 | -0.130000 | 545.300000 | 17.300000 | 3.280000 | 527.999997 |
| Securitas B | 6 | 1.710000 | 585.960000 | 15.960000 | 2.800000 | 570.000000 |
| Eastnine | 4 | 0.480000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Norva24 Group | 16 | -0.230000 | 552.640000 | 9.640000 | 1.780000 | 543.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | 3.020000 | 254.160000 | 8.160000 | 3.320000 | 246.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.090000 | 569.100000 | 7.100000 | 1.260000 | 562.000005 |
| Creaspac SPAC | 6 | 0.520000 | 583.800000 | 6.800000 | 1.180000 | 577.000002 |
| Coor Service Management Hold. | 8 | 0.220000 | 536.800000 | 4.800000 | 0.900000 | 532.000000 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Handelsbanken A | 5 | 0.560000 | 543.000000 | -3.000000 | -0.550000 | 546.000000 |
| Midsona B | 63 | -0.220000 | 567.000000 | -16.000000 | -2.740000 | 582.999984 |
| International Petroleum Corp. | 5 | 4.530000 | 577.000000 | -17.570000 | -2.960000 | 594.565215 |
| CTEK | 13 | -3.720000 | 510.900000 | -23.100000 | -4.330000 | 533.999999 |
| Essity B | 2 | -0.400000 | 547.000000 | -27.000000 | -4.700000 | 574.000000 |
| Essity A | 4 | -0.550000 | 1092.000000 | -57.000000 | -4.960000 | 1149.000000 |
| Vivesto | 1368 | 0.000000 | 554.040000 | -58.960000 | -9.620000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.280000 | 3769.500000 | -80.500000 | -2.090000 | 3850.000000 |
| Fasadgruppen Group | 35 | 2.520000 | 3703.000000 | -108.000000 | -2.830000 | 3810.999990 |
| Beijer Electronics Group | 26 | -1.670000 | 2756.000000 | -215.000000 | -7.240000 | 2971.000006 |
| OX2 | 18 | 1.520000 | 1440.000000 | -224.000000 | -13.460000 | 1663.999992 |
| Axfood | 13 | 0.490000 | 3485.300000 | -270.700000 | -7.210000 | 3756.000001 |
| Ovzon | 52 | -1.870000 | 2724.800000 | -637.200000 | -18.950000 | 3361.999992 |
| TOTAL | 46097.170000 | -791.400000 | -2.3334% | 46888.564618 |
Updated:¶
'2023-01-27 13:15:08.140530'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
